Overview
Assets Under Management: $120 million
Headquarters: LIGHTHOUSE POINT, FL
High-Net-Worth Clients: 37
Average Client Assets: $2.4 million
Frequently Asked Questions
1650 WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #152985), 1650 WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
1650 WEALTH MANAGEMENT, LLC is headquartered in LIGHTHOUSE POINT, FL.
1650 WEALTH MANAGEMENT, LLC serves 37 high-net-worth clients according to their SEC filing dated March 18, 2026. View client details ↓
According to their SEC Form ADV, 1650 WEALTH MANAGEMENT, LLC offers financial planning and portfolio management for individuals. View all service details ↓
1650 WEALTH MANAGEMENT, LLC manages $120 million in client assets according to their SEC filing dated March 18, 2026.
According to their SEC Form ADV, 1650 WEALTH MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 37
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.67%
Average Client Assets: $2.4 million
Total Client Accounts: 484
Discretionary Accounts: 484
Regulatory Filings
CRD Number: 152985
Filing ID: 2060875
Last Filing Date: 2026-03-18 16:39:01